Tag archive for ‘ATRS’
Antares: More On Paul Wotton’s Departures as CEO (ATRS, Buy, $2.77)
This is a follow-up on Paul Wotton’s decision to leave his position as CEO of Antares (ATRS) to become CEO of Advanced Cell Technology (ACTC). In an 8-K filing, Antares said that Mr. Wotton’s resignation was not because of any disagreement with Antares on any matter relating to operations, policies or practices. I have heard […]
Antares: Thoughts on the Resignation of the CEO (ATRS, $2.76, Buy)
The resignation of Paul Wotton as CEO of Antares came as a surprise to me and I think most other investors. He has left to become chief executive officer of a development stage biotechnology company and has also resigned from the Board of Directors. There must have been some foreknowledge of and planning for his […]
Antares: Although it is Still Early, I Think That Otrexup Launch is Going Very Well (ATRS, Buy, $2.93, Paid subscribers)
Investment Thesis The broad based business model of Antares results in its receiving revenues from numerous products that are marketed by other companies and it is also developing a deep pipeline of new drugs for its own account and for licensing to other companies. These products make Antares an interesting story in the long term […]
Thoughts on the Market Correction in Biotechnology Stocks
This Has Been a Tough Correction The recent sharp market correction and rotation out of growth stocks like biotechnology and technology has had a major impact on the small biotechnology names that I specialize in. The correction has been stomach churning for me even though I have been through this many times before. I am […]
Antares (ATRS, Buy, $4.00) Why I Think That the Otrexup Launch Will Be A Success (Paid Subscribers Only)
Recent Price Behavior Antares’ (ATRS) price has drifted down since the approval of Otrexup for the treatment of rheumatoid arthritis and psoriasis on October 14, 2013. Antares launched Otrexup on January 15, 2014 for the treatment of rheumatoid arthritis and on March 3, 2014, its partner LEO launched Otrexup for psoriasis. Last October, the price […]
San Francisco Trip Is the Basis for a Preview of 2014 (Subscribers Only)
What SmithOnStocks Is All About It is traditional at the start of the year to go over stock picks for the coming year. It also is the time of the annual biotech “love in” in San Francisco, which I recently attended and that attracts some 30,000 biotech executives, analysts, venture capitalists and investors. I estimate […]
Antares: Thoughts on the Upcoming Otrexup Launch (ATRS, $3.64)
Investment Thesis Antares is preparing to launch Otrexup in January 2014; it is the first product it has ever introduced and investor attention is keenly focused on the launch. This post is not a comprehensive overview and if you would like to see more in-depth research on other aspects of the Company, I would refer […]
Antares: An In-Depth Look at Otrexup and Re-iteration of My Buy Recommendation (ATRS: $4.45) (Paid Subscribers Only)
Investment Overview and Thesis Antares has carved out an interesting niche in the pharmaceutical industry through building a drug delivery business based on sophisticated injection technologies. Large pharmaceutical companies have always been “oral dosage centric” in their development of dosage forms for their drugs. Their goal has almost always been to find a once a […]
SmithOnStocks Opines on Stocks May 19, Edition
One Approach for Investing in Emerging Biotechnology Stocks I write on biotechnology and pharmaceutical companies of all sizes, but I have spent much of the last year focusing on small biotechnology companies ranging in size from as low as $50 million in market capialization.to about $400 million. There is much less analyst and investor attention […]